Sawyer Marquardt (CRD# 7240636) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Dubuque, IA and has over 2 years of experience in the finance industry.
CRD# 5103781
Investments By Design, Inc.
CRD# 6982096
Avantax Planning Partners, Inc.
CRD# 4096067
Wells Fargo Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Nations Financial Group, Inc. | Dubuque, IA | Jul 2021 - Current | 2 |
Core Investments Group | Dubuque, IA | Mar 2020 - Current | 4 |
Loras College | Dubuque, IA | Mar 2019 - Dec 2020 | 1 |
Field Of Dreams Movie Site | Dyersville, IA | May 2019 - Sep 2019 | < 1 |
Dubuque Soccer Complex | Dubuque, IA | Apr 2019 - Aug 2019 | < 1 |
Sherwin-williams | Oconomowoc, WI | May 2018 - Aug 2019 | 1 |
Gold Standard Athletics | Dubuque, IA | Jan 2019 - May 2019 | < 1 |
Unemployed | Hartland, WI | Sep 2017 - Apr 2018 | < 1 |
Menards | Pewaukee, WI | May 2015 - Aug 2017 | 2 |
T&j Painting | Hartland, WI | May 2013 - Aug 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- IA
-
Total Assets Under Management3,399MILLIONS
-
Total Number of Accounts9,857ACCOUNTS
-
Average Account Value$344,798
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.